IAMFA Strategic Planning Exercise

IAMFA Strategic Planning Exercise

October 2010 to Present

Executive Summary

In 2010 IAMFA began a Strategic Planning Exercise during the IAMFA Annual Conference in San Francisco. In the first session, IAMFA members met at tables of approximately eight, and each table was assigned to brainstorm one of four topics: Strengths, Weaknesses, Threats, and Opportunities for Improvement. A scribe from each table took notes, and presented each table’s findings to the entire group.

A year later at IAMFA’s Conference in Auckland, eight tables of IAMFA delegates selected what they believed to be the top five most important responses in each of the four categories. In this presentation file, you will find a summary of responses from those first two sessions, along with the number of votes (8 being the maximum) received for each of the responses in the four categories.

Executive Summary (continued)

As a final step in the Strategic Planning Exercise, IAMFA’s Board of Directors has implemented actions to address the priorities identified during the exercise. These Include:

• Redesigned website with “Members Only” page, translation feature, and site maintained by IAMFA

• Developed and implemented Marketing Plan• Developed membership benefits for website and

LinkedIn promotions• Developed Nominating Committee policy for

succession planning• Developed Job Descriptions for board positions• Bundled Papyrus ads with conference sponsorship

levels

Please read on if you wish to see more details.

1) Brainstorming (2010 – deYoung Museum in SF) a) Strengths (13)b) Weaknesses (43)c) Threats (20)d) Opportunities for Improvement (31)

2) Prioritizing Responses in each Category (2011 – Voyager Museum in Auckland)

3) Implementing Actions to Strengthen the Organization (November 2011 to Present)

Strategic Planning Steps

Publishing of benchmarking data - 8 Conferences are critical to vitality - 7 Papyrus - 6 (Bundling ads as part of

sponsorship levels) IAMFA’s vehicles for knowledge sharing - 5

Conferences Benchmarking survey reports Papyrus

Diversity of group - 4

Priorities, Actions - Strengths

Regional meetings for outreach to non-members - 3

Ability of group to document strengths, experience, knowledge, and standards - 2

Inclusion of engineers and other technical experts in all professional disciplines - 2

Involvement with other prestigious institutions - 2

Board structure – very effective - 2 (Editor is a now a separate board position)

As a group, we promote making museums more sustainable - 2

Priorities, Actions - Strengths

Website is out of date, poor presentation of members, updates of activities - 4 (website was redesigned)

Lack of participation of smaller museums/institutions - 3 (Keith M looking at a way to simplify benchmarking survey and reduce cost for small orgs.)

No permanent staff, all volunteers - 3 Could do better job sharing technical

information - still very general, want more detailed information - 3

Priorities, Actions - Weaknesses

Replication – developing leadership succession planning - 2 (Board developed a Nominating Committee Policy for selecting board candidates)

Need better assessment of what can we do better - 2

IAMFA is not good at publicizing organization and producing articles, publicizing best practices, “IAMFA recommends this…” - 2 (Board developed & implemented 2012 Marketing Plan)

Limited mechanisms for sharing - 2 (Encourage participation in LinkedIn Group; only about half of IAMFA members have joined the LinkedIn Group. Implementing Members Only section of website)

Priorities, Actions - Weaknesses

Economic Conditions may prevent members from attending Annual Conferences - 8

Lack of process to educate upper management that Facilities Management is a “core business” - 4 (Suggestion: Circulate your copy of Papyrus to upper management with a distribution list)

Management may not see the value in attending the annual conference - 4 ( We have developed job descriptions for board positions, and have highlighted the responsibility of the VP Regional Affairs to help identify presentations for conferences; Schedule for Conference is published in Papyrus)

Priorities, Actions - Threats

Member organizations may not know the value of attending the conference - 3

Reductions in operating budgets - 3 Lack of Profile of the profession to outside

organizations - 2 If we don’t grow, there are no new ideas or

organizational strengths - 1 (Introduced Promotions, Marketing Plan)

Priorities, Actions - Threats

Marketing package; web site not user friendly; conference focuses on the site. - 3 (Developed and implemented Marketing plan, redesigned website)

Add value by sharing some best practices - 3 (encourage members to author articles for improvements they implemented at their facility, need more examples for the Benchmarking page of the website)

Searchable database of issues - 2 (Developed index of technical and historical articles in Papyrus and on IAMFA Website)

Priorities, Actions - Opportunities for Improvement

Setting guidelines and recommendations for temperature and humidity for example; guidelines are more discernible than standards as we are not an official authority - 2 (Encourage articles/participation by conservation professionals)

Greater focus on marketing/branding; what is our brand/icon; improve the brand recognition. - 2 (Developed and Implemented 2012 Marketing Plan)

Use the benchmarking report as an outreach tool - 2


Elevation of profession (Do we need a direct approach to highest executive level for recognition?) - 2 (Circulate your copy of Papyrus?)

Educate others from our extensive knowledge base: - 2 (Promote new website, and index of technical articles)

Socially responsible-take info from conference and implement - 2

Accreditation - 2


Partner with Outside Expertise - Associate Members; assist with web - 2 (The board can now update the website without using a contractor)

Regional meetings – quarterly meetings at a local level; Conference calls - 1

Get some academic individuals to write articles for the Papyrus magazine or other technical/trade journals - 1 (The number of articles by conservation scientists, sponsors and subscribing members are increasing. We announce deadlines to the LinkedIn Group.

Take better advantage of web/IT technology - 1 (Website was redesigned with Yola)


Willingness to share information but a rudimentary way to share (Yahoo Forum) an opportunity to improve (Linked In?) - 1 (Continue to encourage IAMFA members to join the LinkedIn group, and use it. It has been a goal of IAMFA for many years to develop a way for members to communicate with one another between conferences. The Group is also an effective way to promote IAMFA. Group members can invite others to join)

Add a training component (to CEUs (US), CPDs (UK), France?) to increase value to members and their organizations - 1 (Attendance at IAMFA Conferences qualifies for CEUs)


Questions?

IAMFA Strategic Planning Exercise

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